[Feature Request] Automation trigger for Smart Docs signing

David Zisner
David Zisner Member Posts: 26
Third Anniversary 10 Comments Elite + Premier Solution Provider 5 Up Votes
edited July 2022 in Ideas and Product Feedback #1

The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes.

However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / Zapier / Integromat) when a document has been signed.

Having such an automation trigger will enable to kickstart onboarding workflows automatically once a contract has been signed by all parties inside Pipedrive.

Could anyone else make use of such an automation trigger?

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Comments

  • Amanda Witz
    Amanda Witz Member Posts: 7
    edited April 2022 #2

    This would be super helpful to move deals along to won deals.

  • Mathias Brask
    Mathias Brask Member Posts: 51
    10 Comments Photogenic 5 Likes Name Dropper
    edited June 2022 #3

    Exactly David! The entire idea of Pipedrive is to "make sales smarter", and without triggers for signed documents, we are back to manual work, and data-checking compared to a workflow, that automatically notifies a team member or even starts an onboarding process. That could be "sending out an email" or "create new project".

     

  • Dino Valdez
    Dino Valdez Member Posts: 2
    First Comment Photogenic
    edited July 2022 #4

    I also need...

    need to be able to move deals to a specific stage once contract signed.

  • Stuart
    Stuart Member Posts: 6
    Name Dropper First Comment
    #5

    August 2023 are we any closer to achieving this PD? Would complete my process implementation nicely.

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 72
    Third Anniversary 10 Comments 5 Up Votes Photogenic
    #6

    Second that Stuart..

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